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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,278 | $89,515-63.9% | $103,486-68.8% | $80,935-60.1% |
| Participation rate | 80.5% | 76.0%+4.5pp | 80.5%-0.1pp | 67.7%+12.8pp |
| Annual return | 10.96% | 22.82%-11.9pp | 23.93%-13.0pp | 35.66%-24.7pp |
| Employer contribution / active EE | $508 | $4,015-87.3% | $4,679-89.1% | $2,757-81.6% |
| Participant deferral / active EE | $4,491 | $5,463-17.8% | $6,628-32.2% | $4,299+4.5% |
| Admin fee / account holder | $238 | $6,527-96.3% | $9,354-97.5% | $6,924-96.6% |